关于蓝黛科技集团股份有限公司 向特定对象发行股票 之保荐总结报告书 | 保荐机构名称 华泰联合证券有限责任公司 | | --- | | 保荐机构编号 Z26774000 | 保荐总结报告书 华泰联合证券有限责任公司 根据中国证券监督管理委员会（以下简称"中国证监会"）《关于核准蓝黛 科技集团股份有限公司非公开发行股票的批复》（证监许可〔2022〕2412 号） 核准，蓝黛科技集团股份有限公司（以下简称"蓝黛科技"、"公司"或"发行 人"）向 12 名特定对象非公开发行人民币普通股（A 股）74,137,800 股。根据 中国证监会《证券发行上市保荐业务管理办法》和《深圳证券交易所上市公司自 律监管指引第 13 号——保荐业务》等有关法律法规的要求，华泰联合证券有限 责任公司（以下简称"华泰联合证券"或"保荐机构"）作为公司向特定对象发 行股票的保荐机构，截至 2024 年 12 月 31 日，公司向特定对象发行股票的法定 持续督导期限已满，华泰联合证券现根据《证券发行上市保荐业务管理办法》《深 圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关规定，出具 本持续督导保荐总结报告书。 一、保荐机构 ...

华泰联合证券有限责任公司 关于蓝黛科技集团股份有限公司 2024 年度保荐工作报告 | 保荐人名称：华泰联合证券有限责任公司 | 被保荐公司简称：蓝黛科技 | | --- | --- | | 保荐代表人姓名：李爽 | 联系电话：010-56839300 | | 保荐代表人姓名：李凯 | 联系电话：010-56839300 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不限于防止 | | | 关联方占用公司资源的制度、募集资金管理制度、内控 | 是 | | 制度、内部审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 通过募集资金专户开户银行提供的月度对 | | | 账单逐笔查询募集资金的存放和使用情况 | | （2）公司募集资 ...

证券代码：002765 证券简称：蓝黛科技 蓝黛科技集团股份有限公司 蓝黛科技集团股份有限公司 2024 年度业绩说明会交流问题明细 | 序号 | 提问内容 | 回复内容 | | --- | --- | --- | | | 我可以参加吗 我买了 | 您好，感谢您对公司的关注，公司 2024 年度业绩 | | 1 | | 说明会采取网络文字直播方式，您可登录全景网 | | | 股票 我能去听吗？ | 路演中心参加。 | | 2 | | 尊敬的投资者您好，感谢您对本公司的关注。股 价受宏观政治经济环境、资本市场、投资者情绪 | | | 看看你们股票，怎么回 | | | | 事，给股民一个交代 | 等多种因素综合影响。公司将坚持做好主营业务， | | | | 努力提升技术研发实力，积极拓展市场，提升盈 | | | | 利能力，改善公司基本面，提高公司投资价值。 | | | | 您好！感谢您对本公司的关注。公司坚持动力传 | | | | 动业务和触控显示业务双主业协同发展战略。公 | | | | 司已设立泰国子公司，将推进海外生产基地筹建； | | | | 公司与无锡泉智博科技有限公司正合作推进机器 | | | | ...

Core Viewpoint - The company has achieved a turnaround in profitability for 2024, driven by significant growth in its new energy transmission and touch display businesses, alongside strategic investments in robotics [1][2][4]. Financial Performance - In 2024, the company reported a revenue of 3.536 billion yuan, representing a year-on-year increase of 25.93% [1]. - The net profit attributable to shareholders reached 124 million yuan, with a net profit excluding non-recurring items of 657 million yuan, marking a return to profitability [1]. - The new energy transmission business generated revenue of 1.776 billion yuan, up 15.09%, and net profit attributable to shareholders soared by 1065.97% to 114 million yuan [2]. Business Segments - The new energy business saw a sales volume of 5.4 million units, a 120% increase year-on-year, with revenue of 527 million yuan, up 88% [2]. - The touch display business achieved revenue of 1.760 billion yuan, a growth of 39.16%, and net profit of 39.64 million yuan, also returning to profitability [2]. - The company’s subsidiaries are expanding into various sectors, including automotive touch screens and industrial control products, with positive feedback from new projects [2]. Strategic Investments - The company has invested in Wuxi Quanzhibo, acquiring a 4.3478% stake, focusing on the robotics joint actuator sector [3]. - This investment aims to enhance the company's capabilities in the research, production, and assembly of integrated robotic joints and core components [3]. Future Outlook - Revenue projections for 2025, 2026, and 2027 are estimated at 4.511 billion, 5.561 billion, and 6.646 billion yuan, respectively, with corresponding EPS of 0.33, 0.45, and 0.59 yuan [4]. - The current price-to-earnings ratios are forecasted at 40.5, 30.0, and 22.9 times for the respective years, indicating strong growth potential in the new energy transmission and robotics sectors [4].

Investment Rating - The report assigns a "Buy" investment rating for the company, marking the first coverage of the stock [8]. Core Insights - The company has successfully turned around its performance, achieving profitability driven by rapid growth in its new energy transmission business [4]. - The company reported a revenue of 3.536 billion yuan in 2024, reflecting a year-on-year growth of 25.93%, and a net profit attributable to shareholders of 124 million yuan, marking a significant recovery from losses [3]. - The new energy transmission segment generated 1.776 billion yuan in revenue, up 15.09% year-on-year, with a net profit of 1.14 billion yuan, a staggering increase of 1065.97% [4]. - The touch display business also showed strong performance, with revenue reaching 1.760 billion yuan, a growth of 39.16% year-on-year, and a net profit of 39.64 million yuan [5]. - The company has made strategic investments in the robotics sector, acquiring a 4.3478% stake in Wuxi Quanzhibo, which specializes in robotic joints [6]. Summary by Sections Financial Performance - In 2024, the company achieved total revenue of 3.536 billion yuan, with a growth rate of 25.9% [10]. - The net profit attributable to shareholders was 124 million yuan, with a projected growth rate of -134.0% for 2024, followed by 75.4% in 2025 [10]. - Earnings per share (EPS) are forecasted to be 0.19 yuan for 2024, increasing to 0.33 yuan in 2025 and 0.45 yuan in 2026 [10]. Business Segments - The new energy transmission business is expected to continue its rapid growth, with projected revenues of 4.511 billion yuan in 2025 and 5.561 billion yuan in 2026 [7]. - The touch display segment is also anticipated to grow, with revenues expected to reach 4.511 billion yuan in 2025 [10]. Strategic Initiatives - The company is focusing on expanding its footprint in the robotics industry through its investment in Wuxi Quanzhibo, enhancing its capabilities in robotic joints [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002765 证券简称：蓝黛科技 公告编号：2025-036 蓝黛科技集团股份有限公司 关于全资子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 蓝黛科技集团股份有限公司（以下简称"公司"）于2025年03月14日召开第五届董事会第十三次会议，审 议通过了《关于公司对全资子公司增资的议案》，同意公司以自有资金（自筹资金）货币人民币3,000 万元对全资子公司马鞍山蓝黛传动机械有限公司（以下简称"马鞍山蓝黛机械"）进行增资。本次增资完 成后，马鞍山蓝黛机械的注册资本将由14,000万元增加至17,000万元，公司仍持有马鞍山蓝黛机械100% 股权。具体内容详见2025年03月15日登载于巨潮资讯网（http://www.cninfo.com.cn）等公司指定信息披 露媒体《关于对全资子公司增资的公告》（公告编号：2025-021）。 ■ 除上述内容变更外，马鞍山蓝黛机械经营范围及其他登记事项未发生变更。 特此公告。 蓝黛科技集团股份有限公司董事会 2025年04月07日 近日 ...

| 变更事项 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | | 注册资本 | 壹亿肆仟万元整 | | 壹亿柒仟万元整 | | | 住所 | 马鞍山经济技术开发区龙山路 | | 马鞍山经济技术开发区湖西南 | | | | 199 号 | 1-3-全部 | 路 1199 1-8-全部 | 号 | 除上述内容变更外，马鞍山蓝黛机械经营范围及其他登记事项未发生变更。 特此公告。 蓝黛科技集团股份有限公司 关于全资子公司完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 蓝黛科技集团股份有限公司（以下简称"公司"）于 2025 年 03 月 14 日召开第 五届董事会第十三次会议，审议通过了《关于公司对全资子公司增资的议案》，同意 公司以自有资金（自筹资金）货币人民币 3,000 万元对全资子公司马鞍山蓝黛传动 机械有限公司（以下简称"马鞍山蓝黛机械"）进行增资。本次增资完成后，马鞍 山蓝黛机械的注册资本将由 14,000 万元增加至 17,000 万元，公司仍持有马鞍山蓝黛 机 械 100% 股 ...

目前，公司董事长为朱俊翰，董秘为牟岚，员工人数为4551人，实际控制人为朱堂福、朱俊翰、熊敏。 公司参股公司12家，包括惠州市坚柔科技有限公司、台冠科技（香港）贸易有限公司、马鞍山蓝黛传动机械有限公司、重庆宣宇光电科技有限公司、重庆蓝 黛传动机械有限公司等。 在业绩方面，公司2021年至2023年营业收入分别为31.39亿元、28.73亿元和28.08亿元，同比分别增长30.30%、-8.47%和-2.29%。归母净利润分别为2.10亿 元、1.86亿元和-3.65亿元，归母净利润同比增长分别为3944.42%、-11.65%和-297.65%。同期，公司资产负债率分别为52.26%、51.65%和52.80%。 雷达财经 文|杨洋 编|李亦辉 3月30日，蓝黛科技集团股份有限公司公告称，公司全资子公司重庆蓝黛自动化科技有限公司与宜兴星程创业投资合伙企业（有限合伙）、无锡高新区新投 天使创业投资基金（有限合伙）共同投资参股无锡泉智博科技有限公司。蓝黛自动化以人民币500万元认缴泉智博新增注册资本出资额人民币30.1295万元， 持股比例为4.3478%。 目前，泉智博已完成相关工商变更手续，并取得了新的营业执 ...

Investment Rating - The report maintains a "Buy" rating for the company [4] Core Views - The company is expected to achieve a turnaround in 2024 with a revenue of 3.54 billion yuan, representing a year-on-year growth of 25.9%, and a net profit of 120 million yuan, marking a return to profitability [1] - The automotive parts segment is the primary contributor to revenue growth, with significant partnerships with major clients such as SAIC Group, FAW Group, and Toyota [1] - The company is expanding its production capabilities by establishing a base in Thailand with an investment of up to 200 million yuan to support local clients [1] - The electronics business is also performing well, with a projected revenue of 1.75 billion yuan in 2024, reflecting a year-on-year increase of 39.8% [1] Financial Performance Summary - The company reported a revenue of 2.808 billion yuan in 2023, with a projected increase to 3.536 billion yuan in 2024, and further growth expected in the following years [3] - The net profit is forecasted to improve from a loss of 365 million yuan in 2023 to a profit of 124 million yuan in 2024, with continued growth anticipated through 2027 [3] - The earnings per share (EPS) is expected to rise from -0.56 yuan in 2023 to 0.19 yuan in 2024, indicating a positive trend in profitability [3] Expense Management - The company has effectively controlled its expense ratio, which decreased by 1.9 percentage points year-on-year to 8.6% in 2024 [2] - The breakdown of expenses includes sales at 1.4%, management at 2.9%, R&D at 4.1%, and financial expenses at 0.2% [2] Strategic Initiatives - The company has acquired a 4.3478% stake in Wuxi Quanzhibo to expand into the robotic joint business, indicating a strategic move towards automation and robotics [2] - Collaboration with Quanzhibo focuses on the development and production of integrated robotic joints and core components [2] Profit Forecast and Valuation - The projected net profits for 2025, 2026, and 2027 are 220 million yuan, 280 million yuan, and 336 million yuan, respectively, with corresponding price-to-earnings (PE) ratios of 46, 37, and 30 times [2]